Co-Analyst Research

Research Notes & Thematic Analysis

Co-Analyst driven research on thematic trends, public companies and competitive landscapes.

Southern Company Q2 2026 Earnings Preview: SO Revenue, EPS Preview

Southern Company (SO) Q2 2026 earnings preview covers revenue, EPS estimates, and key factors to watch for investors.

S&P Global (SPGI) Q2 2026 earnings preview: consensus sees $4,095M revenue, with focus on Ratings, Indices, and AI monetization.

Stryker (SYK) Q2 2026 earnings preview highlights guidance, margin recovery, and sales rebound after a cyber incident.

Trane Technologies (TT) Q2 2026 earnings preview: consensus revenue $6.19B, EPS $4.25. Key focus on backlog, margins, and segment growth.

Visa Q3 2026 earnings preview: consensus revenue $11.38B, EPS $3.19. Key growth drivers and risks for Visa (V).

Welltower (WELL) Q2 2026 earnings preview: revenue and EBITDA set for strong growth, with focus on SHOP NOI and capital allocation.

AST SpaceMobile (ASTS) reported $70.9M revenue in 2025 and is building a global satellite broadband network. See financials and competitive outlook.

Cadence (CDNS) Q2 2026 earnings preview: Can revenue hit $1.576B and margins hold as AI and Hexagon D&E integration drive growth?

Corning (GLW) Q2 2026 earnings preview: management guides to $4.6B revenue, 14% YoY growth, with strong optical and solar segments.